Organizational Hierarchy | KnowledgeTree Document Management Software

Organizational Hierarchy

Contents

Introduction to KnowledgeTree Document Management Made Simple > Organizational Hierarchy

KnowledgeTree users are organized into Units, Groups, and Roles.

Permissions are allocated to groups and roles, and not to individual users. For this reason, each KnowledgeTree user must be added to a group, or to a role, before they are allowed access to content in the repository.

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Units - e.g. Location A, Location B, or, Department 1, Department 2, etc. Units are the top level folders that model the organization's logical business units. Units are typically used to divide repository content into separate areas (entities). Units may be separately administered (a user is given Unit Administrator rights). The Unit Administrator has the permissions of the KnowledgeTree system administrator, but only within their Unit.

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Groups - e.g. Management, Researchers, Auditors, Developers, Human Resources, etc. Each group contains one or more users (e.g. Bob Smith, Jen Potter). Any user may belong to more than one group (e.g. Jen Potter may belong to groups 'Management' and 'Developers'). Groups may also be allocated to Roles on a per-directory basis.

•	Roles - e.g. Editor, Auditor. Roles are typically used to allocate permissions to an individual user, or a single group, who performs a specific task. Roles are particularly useful in workflows.

Note: The KnowledgeTree system administrator creates, modifies, or deletes Units, Groups, and Roles.

Content Organization

KnowledgeTree uses metadata, and a flexible folder structure, to organize documents in the repository.

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